| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCA City Center Advisors LLC City Center Advisors, LLC | 5,295 | $340,620.83 | $414,174.9 | $73,554.07 | 21.59% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 96,075 | $8.86M | $7.59M | -$1.27M | -14.36% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 16,159 | $1.16M | $1.29M | $126,701.87 | 10.89% |
Neisy Arnez Drucker Wealth 3.0, LLC | 37,818 | $2.77M | $3.02M | $256,841.17 | 9.28% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 61,178 | $4.49M | $4.84M | $351,308.3 | 7.83% |
Carmen McClennon WR Wealth Planners, LLC | 10,358 | $638,765.46 | $816,106.82 | $177,341.36 | 27.76% |
Nathan Edwards IMG Wealth Management, Inc. | 155 | $12,117.61 | $12,365.9 | $248.29 | 2.05% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 3,958 | $252,563.12 | $311,435.23 | $58,872.11 | 23.31% |
David A Rozenson Fairscale Capital, LLC | 6,909 | $496,757.1 | $551,580.01 | $54,822.91 | 11.04% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 7,873 | $646,494.38 | $628,265.4 | -$18,228.98 | -2.82% |
Scott Geppert Stonekeep Investments, LLC | 6,483 | $601,036.37 | $511,897.68 | -$89,138.69 | -14.83% |
Rana Choubah Meridian Financial Advisors, LLC | 3,859 | $247,442.11 | $308,449.87 | $61,007.76 | 24.66% |
Jane King Fairfield Financial Advisors, LTD | 5,482 | $452,692.37 | $438,011.8 | -$14,680.57 | -3.24% |
| NEI Northwest & Ethical Investments L.P. Northwest & Ethical Investments L.P. | 476,249 | $38.61M | $37.94M | -$669,209.46 | -1.73% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,198 | $296,604.55 | $335,798.02 | $39,193.47 | 13.21% |
| FGS Frederic G Sauer Orion Investment Co | 105,281 | $7.51M | $8.3M | $789,634.46 | 10.51% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 10,665 | $883,741.54 | $851,067 | -$32,674.54 | -3.7% |
Laurel Steward Mattson Financial Services, LLC | 27,338 | $2.02M | $2.18M | $159,859.14 | 7.9% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 17,348 | $1.22M | $1.37M | $146,857.59 | 12.02% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 383 | $29,068.66 | $30,607.44 | $1,538.78 | 5.29% |